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Creative Financial Designs’s Vita Coco COCO Stock Holding History

Creative Financial Designs’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21
Closed -$644 – 2042
2025
Q1 		$644 Buy
+21
New +$749 ﹤0.01% 1869

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

Creative Financial Designs's COCO Position: Q2 2025 in Review

Creative Financial Designs sold out of Vita Coco (COCO) in Q2 2025, closing a stake of 21 shares — an estimated $644 sold.

Creative Financial Designs first reported a position in COCO in Q1 2025 and held it in 1 quarter. The position peaked at $644 in Q1 2025. 218 funds tracked by Wall St. Rank hold COCO as of Q2 2025.

  • Creative Financial Designs reported no remaining Vita Coco position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 21 Vita Coco shares in Q2 2025, an estimated $644.
  • Creative Financial Designs first reported a position in Vita Coco in Q1 2025 and held it in 1 quarter.
  • Creative Financial Designs's Vita Coco position peaked at $644 in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Vita Coco as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.